MV CAPITAL MANAGEMENT, INC.

Position in C — Citigroup Inc

CIK 1633366 BETHESDA, MD

Position in C

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$510,154

+$139,190 QoQ

Shares Held

3,645

+11.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,708

of 2,617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $12,580,147 across 18 Banks - Diversified names. C ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,272	$9,581,603
2	WFC	Wells Fargo & Company/Mn	15,414	$1,273,812
3	BAC	Bank Of America Corp /De/	17,505	$997,434
4	C	Citigroup Inc This page	3,645	$510,154
5	BNY	Bank of New York Mellon Corp	825	$119,303
6	HSBC	Hsbc Holdings PLC	143	$13,597
7	RY	Royal Bank Of Canada	57	$11,797
8	TD	Toronto Dominion Bank	96	$11,657

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,154	3,645	+11.4%	Shares	Sole	2026-07-30
2026-03-31	$370,964	3,271	+20.1%	Shares	Sole	2026-04-30
2025-12-31	$317,746	2,723	+11.2%	Shares	Sole	2026-02-23
2025-09-30	$248,472	2,448	+0.1%	Shares	Sole	2026-02-23
2025-06-30	$208,203	2,446	-0.2%	Shares	Sole	2025-08-08
2025-03-31	$173,996	2,451	-5.1%	Shares	Sole	2025-04-15
2024-12-31	$181,887	2,584	+0.8%	Shares	Sole	2025-02-12
2024-09-30	$160,443	2,563	-9.6%	Shares	Sole	2024-11-04
2024-06-30	$179,972	2,836	+1.6%	Shares	Sole	2024-08-01
2024-03-31	$176,566	2,792	-17.8%	Shares	Sole	2024-04-18
2023-12-31	$174,638	3,395	+25.2%	Shares	Sole	2024-01-29
2023-09-30	$111,544	2,712	-32.6%	Shares	Sole	2023-11-07
2023-06-30	$185,218	4,023	-31.6%	Shares	Sole	2023-08-03
2023-03-31	$275,760	5,881	+68.1%	Shares	Sole	2023-04-26
2022-12-31	$158,214	3,498	-9.6%	Shares	Sole	2023-01-27
2022-09-30	$161,221	3,869	+58.5%	Shares	Sole	2022-10-24
2022-06-30	$112,261	2,441	-9.7%	Shares	Sole	2022-07-19
2022-03-31	$144,286	2,702	+4.0%	Shares	Sole	2022-05-09
2021-12-31	$156,953	2,599	-13.0%	Shares	Sole	2022-02-02
2021-09-30	$209,697	2,988	+22.9%	Shares	Sole	2021-11-12
2021-06-30	$172,064	2,432	+7.3%	Shares	Sole	2021-08-03
2021-03-31	$164,851	2,266	+2.1%	Shares	Sole	2021-05-12
2020-12-31	$136,823	2,219	-6.3%	Shares	Sole	2021-02-08
2020-09-30	$102,127	2,369	+14.5%	Shares	Sole	2020-11-12
2020-06-30	$105,725	2,069	+12.2%	Shares	Sole	2020-08-04
2020-03-31	$77,669	1,844	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.